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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,430 | $223,823+28.0% | $211,142+35.7% | $154,746+85.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.36% | 50.39%-27.0pp | 46.84%-23.5pp | 172.34%-149.0pp |
| Employer contribution / active EE | $5,020 | $6,787-26.0% | $6,442-22.1% | $4,379+14.6% |
| Participant deferral / active EE | $25,625 | $9,750+162.8% | $9,284+176.0% | $6,730+280.7% |
| Admin fee / account holder | $5,267 | $19,707-73.3% | $19,076-72.4% | $14,365-63.3% |